Bloomberg Surveillance

Bloomberg Surveillance TV: March 26, 2025

Mar 26, 2025

Jeannette Lowe, Director of Policy Research at Strategas Securities, dives into the unpredictability of policy from the Trump administration and the consequential trade tariffs. Subadra Rajappa, Head of US Rates Strategy at Societe Generale, shares insights on the potential paths for interest rates in the U.S., highlighting the effects of ongoing policy uncertainty. Together, they navigate the intricate relationship between tariffs, consumer behavior, and economic strategies while discussing the uncertainty facing small business owners.

27:26

Creator website

Episode guests

Subadra Rajappa

Jeannette Lowe

AI Summary

AI Chapters

Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Chris Maher highlighted that small businesses are adapting to tariff challenges and are becoming more knowledgeable about their supply chains and pricing strategies.

Amrita Sen emphasized the uncertainty surrounding global energy prices, which may significantly impact economic sentiment and investment decisions.

Deep dives

Investing Opportunities with Public.com

Public.com provides a versatile platform for investing in various asset classes, including stocks, options, bonds, and cryptocurrencies. The platform is noted for offering some of the highest yields in the industry, particularly highlighted by a bond account yield of 6% or higher. This makes it an attractive option for those looking to diversify their investment portfolios while retaining easy access to their funds. Moreover, Public.com features an innovative AI tool named Alpha, which helps users understand the reasons behind asset price movements, thereby enhancing informed decision-making.

Intro

2min

Navigating Tariff Turbulence

5min

Navigating Rising Prices and Consumer Choices

3min

Oil Prices and Trade Tariffs: Geopolitical Impacts

12min

Navigating Tariff Challenges and Economic Policy Strategies

4min

Navigating Economic Sentiment and Market Trends

6min

Impacts of Germany's Borrowing on European Bond Markets

3min

- Chris Maher, Chairman and CEO at Oceanfirst Bank
- Jeannette Lowe, Director of Policy Research at Strategas Securities
- Amrita Sen, Director of Research and Founder at Energy Aspects
- Subadra Rajappa, Head: US Rates Strategy at Societe Generale

Chris Maher of Oceanfirst Bank joins for a discussion on how tariffs could impact his business and the outlook for clients and US consumers. Jeannette Lowe with Strategas Securities joins to discuss the latest on policy clarity from the Trump administration. Energy Aspects founder Amrita Sen talks about uncertainty surrounding global energy prices in the coming months. Subadra Rajappa, Head: US Rates Strategy at Societe Generale, talks about the interest rate path in the US as the Fed awaits policy clarity from the White House.

See omnystudio.com/listener for privacy information.

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.